ORG Wealth Partners
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ORG Wealth Partners’s Apollo Global Management APO Stock Holding History

ORG Wealth Partners’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.48K Sell
30
-388
-93% -$49.2K ﹤0.01% 1098
2026
Q2 		$49.4K Buy
+418
New +$52.6K 0.01% 350
2025
Q1 		– Sell
-585
Closed -$96.6K – 762
2024
Q4 		$96.6K Buy
+585
New +$92.7K 0.03% 182

Other funds holding APO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

ORG Wealth Partners's APO Position: Q3 2026 in Review

ORG Wealth Partners reduced its Apollo Global Management (APO) stake by 93% in Q3 2026, selling an estimated $49.2K and leaving 30 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

ORG Wealth Partners first reported a position in APO in Q4 2024 and has held it in 3 quarters since. The position peaked at $96.6K in Q4 2024. 721 funds tracked by Wall St. Rank hold APO as of Q3 2026.

  • ORG Wealth Partners held 30 shares of Apollo Global Management worth $3.48K as of Q3 2026.
  • ORG Wealth Partners sold 388 Apollo Global Management shares in Q3 2026, an estimated $49.2K.
  • Apollo Global Management made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1098 holding.
  • ORG Wealth Partners first reported a position in Apollo Global Management in Q4 2024 and has held it in 3 quarters since.
  • ORG Wealth Partners's Apollo Global Management position peaked at $96.6K in Q4 2024.
  • 721 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.